TAM

Tucker Asset Management Portfolio holdings

AUM $332M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41.6K 0.01%
+2,797
302
$41.5K 0.01%
+2,151
303
$41.4K 0.01%
+300
304
$41.1K 0.01%
+8,547
305
$40.9K 0.01%
+1,064
306
$40.7K 0.01%
533
+268
307
$40.5K 0.01%
+566
308
$40.4K 0.01%
+4,039
309
$40.3K 0.01%
1,632
310
$40.1K 0.01%
208
311
$40K 0.01%
113
+19
312
$39.6K 0.01%
80
-4
313
$39.5K 0.01%
865
-633
314
$39.1K 0.01%
565
-3,982
315
$38.4K 0.01%
+1,947
316
$37.8K 0.01%
842
-4,308
317
$37.5K 0.01%
517
318
$37.5K 0.01%
883
319
$36.8K 0.01%
175
320
$36.5K 0.01%
2,236
+2,000
321
$36.4K 0.01%
54,995
-2,936
322
$36K 0.01%
327
323
$35.9K 0.01%
793
324
$35.5K 0.01%
288
+7
325
$35.5K 0.01%
301
+280
11 12
13
14 15